“We at Accretive Wealth Management are extremely excited about the relationship. Both Accretive Wealth and Advisor Partners share the same philosophy when it comes to creating investment plans for our clients. By putting our clients’ needs first and leveraging the knowledge and insight provided by Advisor Partners, we can deliver highly personalized and robust asset management,” said Faraz Sattar, CEO and Managing Partner, Accretive Wealth Management.

Accretive Wealth provides customized life plans that are aligned with each client’s short-term and long-term goals. It offers comprehensive wealth management services to individuals, families, trusts, small businesses, partnerships, and corporations. Advisor Partners will boost the firm’s ability to provide in-depth analysis and create customized portfolios.

“We share many values with Accretive Wealth, including the importance of creating unique financial plans to address the varied needs of individuals, families, and small businesses. Both of our companies emphasize client service,” said Daniel Kern, President and Chief Investment Officer, Advisor Partners. “We believe in providing personalized service to our clients and crafting portfolios designed for their specific needs. We are really pleased to partner with Accretive Wealth and believe that both firms will greatly benefit from this relationship and grow together.”

Accretive Wealth Management, LLC, offers comprehensive wealth management services that are targeted to meet the unique needs of individuals, families, trusts, small businesses, partnerships, and corporations. Founded in 2012, on the firm is dedicated to delivering exceptional customer service.

Advisor Partners, LLC, was founded in 2001 as an investment advisory firm providing a broad range of sophisticated investment solutions to a select group of independent advisors and financial institutions. Advisor Partners is a wholly owned subsidiary of Advisor Software, which acquired Advisor Partners in 2009.